Asset Finance Coordinator

1 month ago


Stockport, Stockport, United Kingdom Reed Full time
Job Title: Asset Finance Administrator

Reed is seeking an experienced Asset Finance Administrator to join our team. As an Asset Finance Administrator, you will be responsible for managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.

Key Responsibilities:
  • Manage a bank of consultants and their clients, providing excellent customer service and administrative support
  • Process transfers, top-ups, withdrawals, income, contributions, fund switches, Bed & ISA, and protection accurately and through to completion
  • Understand third-party providers' platforms and processing times
  • Manage individual workload using a personal diary system on Client Management to ensure timely completion of tasks
  • Investigate and handle any client/consultant queries
  • Manage post relating to new business cases
  • Handle client/provider queries over the phone and via email
  • Maintain client records on the back-office system
  • Cover receptionist duties, including managing post, phone calls, greeting clients, and dealing with third-party suppliers
Requirements:
  • Minimum of 2 years' experience working for an IFA practice
  • Experience and understanding of pension and investment products
  • Excellent interpersonal and communication skills
  • Efficiency, accuracy, and attention to detail
  • Self-motivated with the initiative to take on tasks
  • Strong organisational skills with the ability to multitask
  • Excellent telephone manner
  • Experience with Intelligent Office (IO) would be desirable
What We Offer:
  • 26 holidays per year, plus an extra day for your birthday and additional days during the Christmas period
  • Hybrid working model post-probation, with a 50/50 split between office and home
  • Flexible working hours between 8am to 6pm, with core hours from 10am to 4pm
  • 37.5-hour workweek
  • Company Pension Scheme
  • Access to Benefit Hub for discounts on products and tickets
  • Group Life Scheme
  • Performance-related bonus

We are an equal opportunities employer and welcome applications from all qualified candidates.



  • Stockport, Stockport, United Kingdom Reed Full time

    Job Title: Asset Finance AdministratorReed is seeking an experienced Asset Finance Administrator to join our team. As an Asset Finance Administrator, you will be responsible for managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.Key...


  • Stockport, Stockport, United Kingdom Reed Full time

    Job Title: Asset Finance AdministratorReed is seeking an experienced Asset Finance Administrator to join our team. As an Asset Finance Administrator, you will be responsible for managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.Key...


  • Stockport, Stockport, United Kingdom Reed Full time

    Job Title: Asset Finance AdministratorWe are seeking a highly organized and detail-oriented Asset Finance Administrator to join our team at Reed. As an Asset Finance Administrator, you will play a crucial role in managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in...


  • Stockport, Stockport, United Kingdom Reed Full time

    Job Title: Asset Finance AdministratorWe are seeking a highly organized and detail-oriented Asset Finance Administrator to join our team at Reed. As an Asset Finance Administrator, you will play a crucial role in managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in...


  • Stockport, Stockport, United Kingdom Reed Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Asset Finance Administrator to join our team. As an Asset Finance Administrator, you will be responsible for managing a bank of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.Key...


  • Stockport, Stockport, United Kingdom Reed Full time

    Job Title: Asset Finance AdministratorWe are seeking a highly organized and detail-oriented Asset Finance Administrator to join our team at Reed.Key Responsibilities:Manage a portfolio of consultants and their clients, providing exceptional customer service and administrative supportProcess financial transactions, including transfers, top-ups, withdrawals,...


  • Stockport, Stockport, United Kingdom Reed Full time

    Job Title: Asset Finance AdministratorWe are seeking a highly organized and detail-oriented Asset Finance Administrator to join our team at Reed.Key Responsibilities:Manage a portfolio of consultants and their clients, providing exceptional customer service and administrative supportProcess financial transactions, including transfers, top-ups, withdrawals,...


  • Stockport, Stockport, United Kingdom Reed Full time

    Job Title: Asset Finance AdministratorThis role involves managing a team of consultants and their clients, processing various financial transactions, and ensuring all tasks are completed accurately and in a timely manner.Key Responsibilities:Manage a bank of consultants and their clients, providing excellent customer service and administrative supportProcess...

  • Asset Coordinator

    1 month ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner RoleOur client, a leading manufacturer, is seeking an experienced Engineering Planner to join their team. This is an excellent opportunity to work with a well-established business that supplies to major supermarkets across the UK.The successful candidate will have a background in engineering and experience working in a fast-paced...

  • Asset Coordinator

    1 month ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner RoleOur client, a leading manufacturer, is seeking an experienced Engineering Planner to join their team. This is an excellent opportunity to work with a well-established business that supplies to major supermarkets across the UK.The successful candidate will have a background in engineering and experience working in a fast-paced...

  • Asset Coordinator

    1 month ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner Role **Job Summary:** Pioneer Selection is seeking an experienced Engineering Planner to join our team. As an Engineering Planner, you will play a crucial role in ensuring the smooth operation of our manufacturing facilities. **Key Responsibilities:** * Plan and coordinate the production of engineering components and materials *...

  • Asset Coordinator

    1 month ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner Role **Job Summary:** Pioneer Selection is seeking an experienced Engineering Planner to join our team. As an Engineering Planner, you will play a crucial role in ensuring the smooth operation of our manufacturing facilities. **Key Responsibilities:** * Plan and coordinate the production of engineering components and materials *...

  • Asset Coordinator

    2 weeks ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner RolePioneer Selection is currently recruiting for an Engineering Planner to join their team. This is a fantastic opportunity to work with a leading business that supplies to major supermarkets from multiple manufacturing facilities in the UK.The successful Engineering Planner will have a background in a fast-paced manufacturing...

  • Asset Coordinator

    2 weeks ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner RolePioneer Selection is currently recruiting for an Engineering Planner to join their team. This is a fantastic opportunity to work with a leading business that supplies to major supermarkets from multiple manufacturing facilities in the UK.The successful Engineering Planner will have a background in a fast-paced manufacturing...

  • Asset Coordinator

    1 month ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner Role **Job Summary:** Pioneer Selection is seeking an experienced Engineering Planner to join our team. As an Engineering Planner, you will play a crucial role in ensuring the smooth operation of our manufacturing facilities. **Key Responsibilities:** * Plan and coordinate the production of engineering components and materials *...

  • Asset Coordinator

    1 month ago


    Stockport, Stockport, United Kingdom Pioneer Selection Full time

    Engineering Planner Role **Job Summary:** Pioneer Selection is seeking an experienced Engineering Planner to join our team. As an Engineering Planner, you will play a crucial role in ensuring the smooth operation of our manufacturing facilities. **Key Responsibilities:** * Plan and coordinate the production of engineering components and materials *...

  • Project Coordinator

    3 weeks ago


    Stockport, Stockport, United Kingdom Advanced Resource Managers Full time £225 - £275

    Works Delivery Coordinator OpportunityAdvanced Resource Managers is seeking a skilled Works Delivery Coordinator to join a large European rail company on a 6-month contract with the potential to extend.About the Role:Manage and coordinate projects, worksites, or resources to achieve business objectives and KPIs.Develop work plans to ensure safe and efficient...

  • Project Coordinator

    3 weeks ago


    Stockport, Stockport, United Kingdom Advanced Resource Managers Full time £225 - £275

    Works Delivery Coordinator OpportunityAdvanced Resource Managers is seeking a skilled Works Delivery Coordinator to join a large European rail company on a 6-month contract with the potential to extend.About the Role:Manage and coordinate projects, worksites, or resources to achieve business objectives and KPIs.Develop work plans to ensure safe and efficient...


  • Stockport, Stockport, United Kingdom DNV Full time

    About the RoleWe are seeking a highly experienced Asset Integrity Senior Consultant to join our Transactions & Business Advisory (T&BA) team. As a key member of our team, you will play a crucial role in supporting companies and assets throughout their Energy Transition journey, with a particular focus on Due Diligence for M&A and Project Financing.Key...


  • Stockport, Stockport, United Kingdom DNV Full time

    About the RoleWe are seeking a highly experienced Asset Integrity Senior Consultant to join our Transactions & Business Advisory (T&BA) team. As a key member of our team, you will play a crucial role in supporting companies and assets throughout their Energy Transition journey, with a particular focus on Due Diligence for M&A and Project Financing.Key...